Update Status & Have % Complete Auto Update
If I update the project status to either not started, ongoing, or complete, how can I get the % complete to automatically update to 0% (not started), 50% ongoing, and 100% complete?
Answers
-
Hi @Alexandra Falticeni, it would be great if we could directly use a formula for this but I found that the % Complete column turns a formula into a text string. So I use automation. When Status changes to any value, use conditional path in the automation to create one path for Complete (the action from this is to set % Complete to 100), another path for Ongoing (set % Complete to 50), and the final is "Otherwise" (set % Complete to 0, this way if a status is blank or not one of your options you don't end up marking it 100% complete by accident).
I also recommend you create a workflow to set Status to Complete if % Complete is 100%. This will automate setting higher level tasks to Complete when the rollup of % Complete for subtasks results in the top level being 100%.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- 10.8K Get Help
- 65 Global Discussions
- 69 Industry Talk
- 385 Announcements
- 3.5K Ideas & Feature Requests
- 55 Brandfolder
- 125 Just for fun
- 50 Community Job Board
- 464 Show & Tell
- 40 Member Spotlight
- 44 Power Your Process
- 28 Sponsor X
- 234 Events
- 7.3K Forum Archives
Check out the Formula Handbook template!